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Sage Software 5.8 manual Mobile Devices, URLs for Accessing CRM, Enabling Users, Device Example

Models: 5.8

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Mobile Devices

Mobile Devices

In addition to all WAP-enabled mobile phones, CRM's Wireless Mobile solution supports the following PDA devices:

Device	Example

Pocket PC	HP iPAQ

Other	Any other mobile device with a
	browser that supports WML 1.1

Enabling Users

All users who want to access CRM from a mobile device need to be enabled to do so.

To enable a user for mobile:

1.Select Administration Users Users.

2.Select the hyperlink of the user you want to enable, and select the Change action button.

3.Ensure that the PDA/WAP Access field has been set to True.

4.Select Save.

URLs for Accessing CRM

Your Network Administrator needs to set up URLs for all mobile users so that they can access Mobile online from inside or outside the corporate network.

The URL for accessing CRM from inside the corporate network is the same as the URL for accessing CRM from your desktop and is typically in the following format:

http://yourserver/yourapp

The URL for accessing CRM from outside the corporate network typically includes your company's IP address. The URL is normally in the following format:

http://companyipaddress/yourserver/yourapp

2–2 Sage CRM

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Sage Software 5.8 Mobile Devices, URLs for Accessing CRM, Enabling Users, Device Example, To enable a user for mobile

Contents

Sage Accpac CRM Wireless Mobile Guide Page Contents Working with CRM from a Mobile Phone Chapter Introduction IntroductionChapter Summary Chapter SummaryChapter Getting Started PrerequisitesURLs for Accessing CRM To enable a user for mobileMobile Devices Enabling UsersMaking Devices Known to CRM Setting Up New DevicesTo set up a new device Field Description Mapping User Agents To map a user agent to a deviceMapping Unassigned User Agents To map an unassigned user agentCustomizing a Dashboard on Mobile Devices Wireless Mobile Screen CustomizationCustomizing PDA Screens To enable/disable the availability of a block to mobile Customizing WAP ScreensWireless Mobile Screen Customization Now you can… You can reach the Logon page in this way Chapter Working with CRM from a PDALogging On Logging Off To log offMoving Around Basic Screen ElementsFinding Information Example Finding a PersonTo find information Go ArrowExample Finding an Opportunity Adding Customer Information Example Adding a Person to a CompanyTo add information To add a person to an existing companyCompany Add Person Doing Your Work Navigating Your CalendarNew Appointment Managing Leads, Opportunities, and Cases To create a new lead, opportunity, or caseTo update an existing lead, opportunity, or case ReportingRunning a Report To run a sample reportYou may need to scroll down to view the full report details To view a Dashboard from your mobile device DashboardTo select a Dashboard for your PDA Synchronizing with Microsoft Outlook To do thisChapter Working with CRM from a Mobile Phone Basic Navigation ElementsLogging on Edit box LinkFinding Contact Information Searching for a Person To look up a persons phone and address detailsSearching for a Company To search for a companyNavigating your Communications List To display your current list of tasks and appointmentsTo navigate to your Calendar Changing the Status of a Communication To change the status of a meeting from Pending to CompleteFinding and Progressing an Opportunity Example Closing a SaleTo progress a case Finding and Progressing a CaseExample Progressing a Case Now you can… Chapter WAP Browsing CRM from a PDA Before you get started, you will need to make sure that youSetting Up a Connection To set up a connectionMy Connection Page One Connecting To connect to the InternetWAP Browsing from a PDA To start WAP browsing from a PDACRM Document Version Code IMP-WMG-ENG-580-1.0